Telemark Asset Management, LLC
Q1 2025 13F Holdings
- Locationboston, MA
- Num holdings
47
- Value ($000)
$764,287
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001420816
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $86.70 M | 11 % | 800,000 | ||
CCO CAMECO CORP | COM | 13321L108 | $41.16 M | 5 % | 1,000,000 | ||
CSGP COSTAR GROUP INC | COM | 22160N109 | $39.62 M | 5 % | 500,000 | ||
AMZN AMAZON COM INC | COM | 023135106 | $38.05 M | 5 % | 200,000 | ||
HEI HEICO CORP NEW | COM | 422806109 | $37.41 M | 5 % | 140,000 | ||
WCN WASTE CONNECTIONS INC | COM | 94106B101 | $29.28 M | 4 % | 150,000 | ||
RRC RANGE RES CORP | COM | 75281A109 | $27.95 M | 4 % | 700,000 | ||
HEI HEICO CORP NEW | CL A | 422806208 | $26.37 M | 4 % | 125,000 | ||
GARMIN LTD | SHS | H2906T109 | $26.06 M | 3 % | 120,000 | ||
CLH CLEAN HARBORS INC | COM | 184496107 | $21.68 M | 3 % | 110,000 |
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